DWP

Destiny Wealth Partners Portfolio holdings

AUM $816M
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 1.39%
16
27
$6.91M 1.33%
+140,426
28
$6.74M 1.3%
136,143
+1,720
29
$6.71M 1.29%
126,919
-4,821
30
$6.65M 1.28%
118,986
+3,228
31
$6.45M 1.24%
57,548
-1,073
32
$6.3M 1.21%
119,289
+5,250
33
$6.01M 1.16%
229,129
+165,434
34
$5.86M 1.13%
52,323
-261
35
$5.83M 1.12%
14,654
-65
36
$5.82M 1.12%
40,160
+300
37
$5.65M 1.09%
18,900
-1,975
38
$5.65M 1.09%
16,791
+1,285
39
$5.15M 0.99%
102,295
+1,042
40
$5.12M 0.99%
47,669
+4
41
$4.99M 0.96%
10,464
-416
42
$4.82M 0.93%
130,155
+6,389
43
$4.64M 0.89%
69,839
+989
44
$4.63M 0.89%
70,120
+7,788
45
$4.45M 0.86%
+50,455
46
$4.21M 0.81%
172,309
+5,969
47
$4.06M 0.78%
81,205
-2,950
48
$4.06M 0.78%
199,588
+30,225
49
$4M 0.77%
130,792
+1,034
50
$3.03M 0.58%
117,677
+3,103
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